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Hello there,

Seasons Greetings!

 

For our last newsletter of the year, it seems fitting to start with a market wrap and overview of performance. It has been a great year for your investments, at a time when the world is enjoying almost uniform growth. An event not often seen and if you are at or near retirement you have extra cause for celebration this Christmas.

Special Market Outlook Courtesy Of Our Partners

Market Outlook

Click Here To Read Report

With this said, if you do not have a financial plan you may be feeling unsure. If you are thinking about getting your own financial plan in order for 2018, then it is important that you understand the advice market available and to help with this, we’ve prepared an article about the difference between financial planning and investment advice. This is a distinction that everyone should be aware of, before shopping for financial advice.

We also leave you with a blog bite summary of our e-book, 3 steps to get clarity over your finances too, where we specifically explore Step 2 – to become a regular saver, by preparing a budget and cashflow projections.

It’s been a great year for us here at Yield – we’ve been fortunate to have worked with lots of wonderful new and existing clients to help them on their retirement journey and we’d just like to say thankyou for choosing Yield. 


Have a lovely break and see you in the New Year!
James & The Team at Yield.

 

 

 

From The Blog This Month

 

 

 

Gain Clarity On Your Finances In 3 Simple Steps

Ebook Summary: 3 Steps to gain clarity on your finances

 

What this e-book sets out to achieve is to provide three key insights from my experience in my role as a financial advisor, that are relatively simple to follow and can benefit everyone in becoming better money managers and in turn, have less financial stress in life.

Following these three simple steps will help you gain clarity and control over your finances.

Read More

Couple meeting financial adviser

The difference between financial planning and investment advice.

I think a good analogy is that a holistic financial planner is like buying a family home compared to an investment advisor, which is like buying an investment property.

In your family home there are many more priorities beyond just what return you can make on the property. 

Read More

 

 

 

Yield & You

 

 

 

Welcome To Our Newest Team Member

We would like to welcome Evan Hong to our team.

Evan has recently finished a Master of Business from Monash University, where he achieved a ‘distinction’ average grade. His specialisation is Risk Management, which offers him strong knowledge of mathematics, law, finance and business. Evan is a critical thinker who is highly focused, with excellent attention to detail and strong ability to analyse financial matters. He is a passionate, diligent and warm person, who prides himself on always acting in a clients’ best interests.

Evan enjoys travel, drawing and spending time with family and friends.

Pre-Retirement Webinar Series

We are excited to announce that we will be running a series of pre-retirement webinars that will equip you with vital information to prepare for your retirement.

 

Full Of Essential Information With An Interactive Q&A

Plan for your retirement and take the opportunity to get your questions answered.

Our pre-retirement webinar series will help you prioritise you retirement plan over your last years of your working life.

How to balance your priorities while planning for retirement 

How to maximise your Super before retirement

Investing, property and your retirement plan

Forecasting your current financial position and what it may mean for your retirement

Budgeting for your retirement

 

 

 

Sign Up For Pre-Retirement Webinar

Reserve Your Place For Pre-Retirement Webinar

 

 

 

Yield Financial Planning
Suite 14, 333 Canterbury Road
Canterbury, Victoria 3126 Australia

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About Yield - Financial Planner Melbourne

Who we serve – We help time poor professionals and business owners who intuitively know they should be doing more to improve their financial position and are seeking an expert to guide them on financial planning strategies. Our clients want personalised financial planning advice and to feel empowered and confident that they can achieve a secure transition to retirement.

What we do – We gain a deep understanding of your current financial position and preferences, what you value and want to achieve. We then help you develop a highly personalised financial plan, to show you how to make your money work harder for you. Ongoing we regularly monitor and measure progress against your plan projections, to show you how you’re tracking and help you manage change to your advantage.

How we do it – We apply our proven expertise in investment markets (Shares & Property), Tax and Debt structuring, Retirement Planning, Risk management and Estate planning, to help you reorganise the way you use your money to achieve your desired outcomes.